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HealOS prepares prior authorizations: it reads the chart, drafts the answers to the plan’s questions, and fills the portal form. Staff review every answer. Nothing is sent to the plan automatically.

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What to have ready

  • A CoverMyMeds login for an account that belongs to your practice’s provider group, with prescriber permissions. Ask your CoverMyMeds administrator to invite the account to the group if it is not already in it.
  • A way to receive sign-in codes. CoverMyMeds and the payer portals send a code at sign-in. Decide with us whether the code goes to a phone number or a mailbox HealOS can read.
  • Your EHR connection. HealOS reads chart facts (diagnoses, measurements, signed visit notes) from the EHR your practice already connected to HealOS.
  • Payer portal logins (for example Availity) if you want procedure requests prepared, not only medications.
  • Two or three sample patients who need a prior authorization, and your workflow document: who starts a request, who reviews it, who sends it.

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Steps

1

Connect your EHR

If your EHR is not connected yet, connect it first. HealOS only uses charts from the connected practice.
2

Sign in to CoverMyMeds

Open AI Prior Auth → CoverMyMeds, connect the secure browser, and sign in with the provider-group account. HealOS does not save the password in the request.
3

Add payer portal workflows (optional)

For procedure requests, open AI Prior Auth → Workflows and set up the EHR-to-portal workflow with your payer portal login.
4

Review the practice answers

Fill in the practice details HealOS reuses on every form (specialty, contact details). Staff can change them later.

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How to test

  1. Start a request for one sample patient. Enter the exact medication and strength and the payer form.
  2. Check the chart facts and the drafted answers. Each answer shows where it came from. A missing fact stays unanswered; HealOS never turns it into “No”.
  3. Approve the answers, then fill them into CoverMyMeds. HealOS saves the draft and never presses Send to Plan.
  4. Open the request in CoverMyMeds and check the saved answers before a person sends it.

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What blocks go-live

  • The CoverMyMeds account is not in the practice’s provider group, or has no prescriber permission.
  • No working channel for sign-in codes.
  • The EHR is not connected, so there is no chart to read.
You are live when the first authorization is prepared: staff approved a drafted answer set, or a workflow filled a portal form for a person to send.